TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.1%
3,116
+2,702
77
$236K 0.09%
+1,371
78
$230K 0.09%
5,894
-240
79
$224K 0.09%
6,172
+1,071
80
$222K 0.09%
1,799
+878
81
$218K 0.09%
3,422
-352
82
$212K 0.09%
884
+155
83
$208K 0.08%
1,891
-17
84
$207K 0.08%
2,087
+605
85
$199K 0.08%
2,674
86
$197K 0.08%
13,200
87
$197K 0.08%
5,000
88
$195K 0.08%
940
-380
89
$190K 0.08%
6,141
-220
90
$180K 0.07%
+2,160
91
$180K 0.07%
1,750
-31
92
$176K 0.07%
1,598
-5
93
$170K 0.07%
1,544
+13
94
$169K 0.07%
3,418
+3,409
95
$168K 0.07%
2,658
+1,537
96
$164K 0.07%
1,213
-643
97
$163K 0.07%
3,428
-1,354
98
$163K 0.07%
1,974
+1
99
$161K 0.06%
2,365
100
$157K 0.06%
288
+166
2 3
4
5 6